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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment Scheduled" from Taxaroo.

Add your action

An action happens after the trigger—such as "Analyze Image Content With Vision" in ChatGPT (OpenAI).

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Zapier seamlessly connects Taxaroo and ChatGPT (OpenAI), automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Level up your Taxaroo to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Taxaroo and ChatGPT (OpenAI) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Appointment Scheduled
Triggers when a new appointment is scheduled.
Trigger
Instant
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New Document Requested
Triggers when a new document is requested.
Trigger
Instant
Try It
New Message Sent
Triggers when a new message is sent by a customer.
Trigger
Instant
Try It
New Review Received
Triggers when a new review is received.
Trigger
Instant
Try It
Update Client Info
Triggers when client updates own information.
Trigger
Instant
Try It
- Client Name
  Required
- Tax Year
  Required
- Job Type
  Required
- Price
  Required
- Invoice Description
  Required
Action
Write
- Client Name
  Required
- Message
  Required
- Send as SMS if possible
Action
Write
- Search by name, email, phone (numbers only), or tax year
  Required
Action
Search
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Model
  Required
- Text to be classified
  Required
Action
Write
- Model
  Required
- Name
- Invoice Description
  Required
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- File
  Required
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Prompt
- Model
  Required
- Invoice Description
  Required
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
- Info_3
- Temperature
- Max Tokens
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Input
  Required
- Voice
  Required
- Response Format
- Speed
Action
Write
- File
  Required
- Purpose
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Name_to_search_for
  Required
- Model
  Required
- Name
- Invoice Description
  Required
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

New Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
New Document Submitted
Triggers when a new document submitted.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is received.
Trigger
Instant
Try It
New Signature
Triggers when a new e-signature is received.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Date of Birth (YYYY-MM-DD)
- Email
  Required
- Phone Number
- Tax Year
  Required
- Job Type
  Required
- Progress Status
  Required
- Send email to request to ask client to complete on-boarding interview
Action
Write
- Client Name
  Required
- Event Type
  Required
- Select Your Event Type
  Required
- Start Date And Time
  Required
- Notes
Action
Write
- Client Id
  Required
- First Name
  Required
- Last Name
  Required
- Date of Birth (YYYY-MM-DD)
- Email
  Required
- Phone Number
- Phone Type
Action
Write
- Message
- Image
  Required
- Max Tokens
Action
Write
- Message
- Model
  Required
- Memory Key
- Info_2
Action
Write
- Text to be classified
  Required
- Categories
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
- Top P
Action
Write
- Message
  Required
- Assistant
- Assistant_name
- Assistant_instructions
- Model
  Required
- Tools
- Memory Key
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Prompt
- Model
  Required
- User
Action
Write
- Text to Be Summarized
  Required
- Info_1
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Name
- Email
  Required
- From Name
  Required
- Prompt
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Name_to_search_for
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

About Taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

Related categories

CRM (Customer Relationship Management)

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

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Related categories

AI Tools Artificial Intelligence Developer Tools

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